1,570 hedge funds and large institutions have $34.4B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 239 funds opening new positions, 519 increasing their positions, 515 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

8% more funds holding

Funds holding: 1,4481,570 (+122)

1% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 515

0.51% more ownership

Funds ownership: 12.58%13.09% (+0.51%)

Holders
1,570
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.36B
Puts
$769M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBWIC
1201
Schaper Benz & Wise Investment Counsel
Wisconsin
$239K
SAM
1202
Secure Asset Management
Michigan
$238K
WDG
1203
Wealth Dimensions Group
Ohio
$238K
SFWA
1204
Summit Financial Wealth Advisors
Louisiana
$238K
EWS
1205
Evergreen Wealth Solutions
Pennsylvania
$238K
VST
1206
Van Strum & Towne
California
$238K
FSA
1207
Financial Sense Advisors
California
$237K
CCG
1208
Chatham Capital Group
Georgia
$237K
IWS
1209
Insight Wealth Strategies
California
$237K
FCAS
1210
First Command Advisory Services
Texas
$237K
CCG
1211
Cypress Capital Group
Florida
$236K
CGA
1212
Crescent Grove Advisors
Illinois
$236K
NWM
1213
Nolet Wealth Management
Texas
$236K
CWM
1214
Calamos Wealth Management
Illinois
$236K
Calamos Advisors
1215
Calamos Advisors
Illinois
$236K
7WCP
1216
71 West Capital Partners
Massachusetts
$235K
PIM
1217
Penobscot Investment Management
Massachusetts
$235K
RIA
1218
Retirement Investment Advisors
Oklahoma
$234K
OBWG
1219
Onyx Bridge Wealth Group
New York
$233K
FCA
1220
Fortis Capital Advisors
Kansas
$233K
BPWM
1221
BCS Private Wealth Management
New Jersey
$233K
FPB
1222
First PREMIER Bank
South Dakota
$233K
MIC
1223
Meridian Investment Counsel
California
$233K
APP
1224
Avantax Planning Partners
Iowa
$232K
SFGP
1225
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$232K